Heritage Global (HGBL) Institutional Ownership

$2.49
-0.02 (-0.80%)
(As of 11:04 AM ET)

Institutional Ownership Changes (13F Filings) for Heritage Global (NASDAQ:HGBL)

Current
Institutional Ownership
Percentage
33.46%
Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$3.70M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.63M
Get HGBL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Heritage Global stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HGBL Institutional Buying and Selling by Quarter

Heritage Global Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/10/2024 Ridgewood Investments LLC197,547$522K0.3%+3.9%0.532%
2/15/2024Perritt Capital Management Inc.340,591$947K0.5%-4.1%0.917%
2/12/20241492 Capital Management LLC303,621$844K0.5%+173.8%0.817%
1/12/2024Mutual Advisors LLC167,530$466K0.0%-20.4%0.451%
1/11/2024 Ridgewood Investments LLC190,047$528K0.3%+16.6%0.512%
11/14/2023Quadrature Capital Ltd177,838$560K0.0%-11.0%0.479%
11/14/2023Mutual Advisors LLC210,500$657K0.0%-31.0%0.567%
11/13/2023EAM Investors LLC333,504$1.04M0.2%-28.7%0.898%
11/13/2023Acadian Asset Management LLC156,915$488K0.0%-29.4%0.422%
11/7/2023Barclays PLC17,022$53K0.0%N/A0.046%
10/26/2023Punch & Associates Investment Management Inc.2,761,465$8.62M0.6%+13.2%7.433%
8/14/2023Perritt Capital Management Inc.355,091$1.29M0.7%-7.3%0.957%
8/11/2023Cibc World Market Inc.116,300$421K0.0%+38.3%0.313%
8/7/2023Acadian Asset Management LLC222,310$802K0.0%+940.1%0.599%
7/31/2023Mutual Advisors LLC305,000$1.10M0.0%N/A0.822%
7/28/2023Koshinski Asset Management Inc.1,195,943$4.33M0.5%-20.8%3.223%
7/27/2023Virtu Financial LLC16,591$60K0.0%N/A0.045%
5/9/2023Wedbush Securities Inc.66,500$191K0.0%-55.7%0.179%
4/25/2023 Ridgewood Investments LLC163,000$468K0.3%+6.5%0.441%
4/12/2023Koshinski Asset Management Inc.1,510,829$4.34M0.4%N/A4.091%
4/12/2023 Naviter Wealth LLC29,421$84K0.0%N/A0.080%
1/31/2023Wedbush Securities Inc.150,000$353K0.0%-6.3%0.406%
11/15/2022Perritt Capital Management Inc.413,424$666K0.4%+36.7%1.119%
10/18/2022Bailard Inc.31,718$51K0.0%N/A0.086%
10/13/2022 Ridgewood Investments LLC153,000$246K0.2%+4.5%0.415%
7/21/2022Wedbush Securities Inc.160,000$240K0.0%+79.0%0.436%
7/19/2022 Ridgewood Investments LLC146,418$220K0.2%+10.1%0.399%
7/12/2022Koshinski Asset Management Inc.1,488,443$2.23M0.2%N/A4.058%
4/19/2022Wedbush Securities Inc.89,375$121K0.0%+87.5%0.244%
1/14/2022Koshinski Asset Management Inc.1,449,321$2.71M0.2%+10.4%3.962%
1/13/2022Wedbush Securities Inc.47,662$89K0.0%+242.0%0.130%
11/15/2021Ancora Advisors LLC459,420$900K0.0%+18.0%1.266%
10/12/2021Koshinski Asset Management Inc.1,312,321$2.57M0.2%+156.5%3.616%
10/8/2021Wedbush Securities Inc.13,938$27K0.0%N/A0.038%
8/13/2021Renaissance Technologies LLC48,729$123K0.0%+77.1%0.137%
8/13/2021Ancora Advisors LLC389,297$985K0.0%+12.0%1.091%
8/13/2021Geode Capital Management LLC147,325$372K0.0%+12.6%0.413%
8/13/2021Vanguard Group Inc.1,236,606$3.13M0.0%-2.2%3.467%
8/12/2021Dimensional Fund Advisors LP24,520$62K0.0%N/A0.069%
5/19/2021Virtu Financial LLC28,911$82K0.0%N/A0.081%
The Best AI Stock to Own in the World Today is Trading for Just $25 (Ad)

“Titan of Tech” Bets Big on Tiny AI Company He’s made as much as 3,250,000% in just three years on companies like Facebook, Airbnb, and PayPal… But our research shows his latest investment could be his most successful venture yet.

See how you can invest alongside him
5/18/2021Millennium Management LLC21,006$60K0.0%-73.8%0.059%
5/18/2021Punch & Associates Investment Management Inc.2,244,185$6.40M0.4%+4.0%6.291%
5/18/2021Perritt Capital Management Inc.249,189$710K0.4%+837.2%0.699%
5/13/2021Renaissance Technologies LLC27,517$78K0.0%N/A0.077%
5/12/2021Geode Capital Management LLC130,815$372K0.0%N/A0.367%
5/6/2021Koshinski Asset Management Inc.912,321$2.60M0.3%N/A2.558%
4/27/2021 Ridgewood Investments LLC130,000$371K0.2%+4.0%0.368%
2/16/2021Punch & Associates Investment Management Inc.2,158,630$5.74M0.4%+968.6%6.134%
2/13/2021Ancora Advisors LLC148,006$394K0.0%N/A0.421%
2/11/2021Northern Trust Corp45,949$122K0.0%N/A0.131%
11/16/2020Punch & Associates Investment Management Inc.202,000$463K0.0%N/A0.574%
(Data available from 1/1/2016 forward)

HGBL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HGBL shares?

During the previous two years, 15 institutional investors and hedge funds held shares of Heritage Global. The most heavily invested institutionals were Punch & Associates Investment Management Inc. ($8.62M), Koshinski Asset Management Inc. ($4.33M), EAM Investors LLC ($1.04M), Perritt Capital Management Inc. ($947K), 1492 Capital Management LLC ($844K), Quadrature Capital Ltd ($560K), and Ridgewood Investments LLC ($522K).Learn more on HGBL's institutional investors.

What percentage of Heritage Global stock is owned by institutional investors?

33.46% of Heritage Global stock is owned by institutional investors. Learn more on HGBL's institutional investor holdings.

Which institutional investors have been buying Heritage Global stock?

Of the 13 institutional investors that purchased Heritage Global stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Koshinski Asset Management Inc. ($3.00M), Punch & Associates Investment Management Inc. ($322.50K), Mutual Advisors LLC ($305K), Acadian Asset Management LLC ($200.94K), 1492 Capital Management LLC ($192.71K), Perritt Capital Management Inc. ($111.04K), and Wedbush Securities Inc. ($70.63K).

How much institutional buying is happening at Heritage Global?

Institutional investors have bought a total of 4,393,558 shares in the last 24 months. This purchase volume represents approximately $10.75M in transactions.

Which Heritage Global major shareholders have been selling company stock?

The following institutional investors have sold Heritage Global stock in the last 24 months: Koshinski Asset Management Inc. ($314.89K), Mutual Advisors LLC ($137.47K), EAM Investors LLC ($134.49K), Wedbush Securities Inc. ($93.50K), Acadian Asset Management LLC ($65.40K), Perritt Capital Management Inc. ($42.50K), and Quadrature Capital Ltd ($21.99K).

How much institutional selling is happening at Heritage Global?

Institutional investors have sold a total of 810,224 shares in the last 24 months. This volume of shares sold represents approximately $2.65M in transactions.


This page (NASDAQ:HGBL) was last updated on 4/26/2024 by MarketBeat.com Staff

From Our Partners